Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Head is a financial advisor who has been working in the industry since June 2006. Jeremy has a variety of experience, including working with both individuals and businesses. Jeremy is currently registered with Captrust and has previously worked with Southern Wealth Securities, LLC, CAPFINANCIAL SECURITIES, LLC., and NYLIFE SECURITIES INC.. Jeremy is a Certified Financial Planner and holds the following licenses: Series 6, Series 7, Series 24, Series 63 and Series 65.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
LA
06/23/2023 - Present
Captrust (New Orleans LA)
LA
08/28/2018 - 04/16/2024
SOUTHERN WEALTH SECURITIES, LLC (NEW ORLEANS LA)
LA
06/23/2023 - 07/17/2023
CAPFINANCIAL SECURITIES, LLC. (New Orleans LA)
NY
03/17/1995 - 10/11/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/10/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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